Create groups in quote lines

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Hi !

I'm facing a problem with the quote lines and I'm not sure how I can solve it without a plugin.

When I create a quote for a client, I have to propose one or more product lines for a intervention (is a bundle product) and I propose more than one intervention in a quote.

In the reality here is the situation : I have to quote some repairs on a roof of a building. My building has 3 zones where I have to intervene and each zone has a different problem with multiple products for reparation.

When I create my quote, I have to define each zone to link my products for these specific areas.

At first I wanted to create a blank product where I can define my zone but I can't create a bundle of a bundle so I can't have a parent of my bundle products.

After that, I think about creating X quotes wher X is the number of zone but I didn't find a way to create a single template with all the quotes.

So the only solution I see is to split the quote lines by zone but I don't see a simple way to do it.

So, if someone already facing this situation and if you have a solution who doesn't need a plugin to work, I thank you in advance for your response.

Alex

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LuHao 40,892 on at

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Hi partner,

Can you provide some screenshots to give us a better understanding of your needs?

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Community Member on at

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Hi Lao,

Thanks for your response !

I don't have a screenshot of what I need in Dynamics, because I can't create it but I have a picture of the result in the previous CRM.

This is a picture of the result I had in the previous CRM. In the back end the structure was pretty much the same as the front, I was able to create a section by zone and put one or more products in it (in this example it's one each time but it varies).

So in a single quote I could have my zones section by section.

I may miss something on Dynamics, but I never saw the possibility to split a quote into sections.

I hope it help clarify me need.

Thank you for your help !

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LuHao 40,892 on at

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Hi Alexandre,

My suggestion is to create a parent entity for Quote Line to represent Zone, create multiple rollup fields for Zone to calculate the individual data sums for the child Quote Line, like Extended Amount. Then create a sub-grid of Zone on the Quote form.

This way, we can see all product bundles and their products in the Quote Line subgrid, and all Zone and its product bundles in the Zone subgrid.

It is impossible to display Zone and product bundles and products in the Quote Line sub-grid, only two of them can be displayed at most. So we have to display them in two sub-grids.

The Rollup field is calculated every hour and there will be a delay, unless you manually click the Recalculate button. If you want to realize real-time calculation, we need to use Power Automate.

Please see if this solution is suitable for your scenario, and if so, I will provide you with screenshots of each step.

In addition, do you have a license for Power Automate? Do you want to use the built-in D365 rollup field or the external Power Automate?

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Community Member on at

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Hi Hao,

Thank you for your response and your help !

The solution you propose seems to be the best way to do it and bypass the limitation of too many levels in the subgrid.

It's very kind of you to propose screenshots for each step and I accept with pleasure :-)

If it's possible I prefer to use Power Automate for real-time calculation, I never used it but I'm sure it's not so complicated.

In my licence management, I see that I have a free licence for Power Automate and I think there's also a licence in my Dynamics 365 Enterprise tenant.

Best Regards,

Alexandre

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LuHao 40,892 on at

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Hi Alexandre,

I just remembered that flow cannot recognize the field value of the deleted record, so Power Automate is not suitable for this scenario.

When a Quote Line record is deleted, flow cannot get the value of its Zone lookup field, so it cannot figure out which Zone's Extended Amount needs to be updated. This is a limitation of flow, that is, when a record is deleted, most of its fields values cannot be obtained by flow.

We have to use rollup fields instead of Power Automate.

Step 1. Create a new entity Zone, create a 1:N relationship between Zone and Quote Line.

Step 2. Create a lookup field of Quote for Zone.

Create some fields for Zone, which are same as "Quantity", "Price Per Unit" and "Extended Amount" of Quote Line. They are rollup fields.



Add these new fields on the Zone form and view.

Step 3. Edit Quote Product Inline Edit View and , insert Zone lookup field as a column. Save as the view.



Edit Quote Line main form "Information", insert Zone lookup field on the form.

Step 4. Insert a sub-grid of Zone on the Quote form. Set it's control to Editable Grid, set the properties as follow.



Change the default view of Quote Line sub-grid to the new view of step 3.

Final effect:

It is important to pay attention to the Last updated time of the rollup field of Zone. Since it is updated every hour, please make sure to check the Quote data just after it is updated. Or you can manually click the Recalculate button in each zone to manually update the latest data.

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Community Member on at

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Hi Hao !

Thank you for the tutorial, it's a great help !

I follow the steps and I have now a second subgrid on my quote with the zones. So I think this result will help me achieving what I want to do.

I let you posted,

Thanks again,

Best regards,

Alexandre

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ASC_FieldService 5 on at

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Dear Lu Hau,

since I have the same issues as Alexandre, I tried your recommended solution. Unfortunately I wasn't able to create the 1:N relationship because of an error message, that the Quote Lines Entity couldn't be used as a child in the relationship. Do you maybe know what I did different from you? I wasn't sure with the settings for the new Entity "Zones", so maybe the error was a result from a wrong setting there.

I'd really appreciate the help.

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